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iShares Investment Grade Systematic Bond ETF

175 hedge funds and large institutions have $1.13B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
175
Holders Change
+21
Holders Change %
+13.64%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
31
Increased
82
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
101
SteelPeak Wealth
California
$564K 12,401 +601 +5%
T
102
Tidemark
California
$546K 12,006 -3,380 -22%
GM
103
GeoWealth Management
Illinois
$534K 11,762 +1,148 +11%
GWMR
104
GC Wealth Management RIA
Massachusetts
$532K 11,709 +1,095 +10%
AL
105
ADE LLC
Maryland
$513K 11,294 +1,983 +21%
AFP
106
Ausdal Financial Partners
Iowa
$513K 11,288 +11,288 New
AWS
107
Atria Wealth Solutions
New York
$493K 10,839 +10,839 New
AWM
108
Axxcess Wealth Management
California
$486K 10,687 -1,326 -11%
IWM
109
IHT Wealth Management
Illinois
$481K 10,593 -7,539 -42%
BCI
110
Brinker Capital Investments
Pennsylvania
$472K 10,383 +10,383 New
FHA
111
First Horizon Advisors
Tennessee
$448K 9,856 +2,724 +38%
HFA
112
High Falls Advisors
New York
$446K 9,806 +9,806 New
SCA
113
Snowden Capital Advisors
New York
$425K 9,352 -596 -6%
Wells Fargo
114
Wells Fargo
California
$420K 9,250 +8,952 +3,004%
ACP
115
Argyle Capital Partners
California
$420K 9,233
WIA
116
World Investment Advisors
California
$394K 8,660 +4,205 +94%
Cerity Partners
117
Cerity Partners
New York
$391K 8,614 -10,425 -55%
TCPW
118
Twin City Private Wealth
North Carolina
$370K 8,153 +4,317 +113%
IAG
119
Investment Advisory Group
Massachusetts
$347K 7,644
Focus Partners Wealth
120
Focus Partners Wealth
Massachusetts
$344K 7,560 +7,560 New
WWG
121
West Wealth Group
California
$333K 7,310 +7,310 New
NEPWA
122
New England Private Wealth Advisors
Massachusetts
$303K 6,674 +108 +2%
AAS
123
Avantax Advisory Services
Texas
$303K 6,676 +1,387 +26%
RWM
124
Riverbend Wealth Management
South Carolina
$299K 6,587 +6,587 New
NP
125
NorthRock Partners
Minnesota
$293K 6,441 -27,043 -81%